Unclaimed Profile

Denise Anne Bare

BEVERLY HILLS WEALTH MANAGEMENT, LLC·BEVERLY HILLS, California

SIE, Series 7, Series 9, Series 10, Series 66, Series 99TOClean record20 years registeredBEVERLY HILLS WEALTH MANAGEMENT, LLC

9454 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 2723108Firm CRD# 152031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Anne Bare · BEVERLY HILLS, CA

Registration

CRD #2723108 · BEVERLY HILLS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO ADVISORS

Mar 2026 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2026 – present

WELLS FARGO ADVISORS

May 2014 – present

WELLS FARGO CLEARING SERVICES, LLC

May 2014 – present

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Jan 2014 – May 2014

BEVERLY HILLS, CA

MORGAN STANLEY

Apr 2010 – Jan 2014

PASADENA, CA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jul 2008

LONG BEACH, CA

MORGAN STANLEY

Jul 2006 – Apr 2007

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Series 99TO

Registration record

First registered · July 19, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEVERLY HILLS WEALTH MANAGEMENT, LLC

CRD 152031 · SEC 801-76566

AUM

$142M

Regulatory assets under management

Employees

631 client accounts

Services offered by BEVERLY HILLS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEVERLY HILLS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Denise Anne Bare offer?

Denise Anne Bare specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Denise Anne Bare's credentials?

Denise Anne Bare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Anne Bare located?

Denise Anne Bare is based in BEVERLY HILLS, California, working with BEVERLY HILLS WEALTH MANAGEMENT, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Denise Anne Bare charge for services?

Denise Anne Bare's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEVERLY HILLS WEALTH MANAGEMENT, LLC?

BEVERLY HILLS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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